Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,495 | $85,766-73.8% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 22.25% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,683 | $2,966-43.3% | $4,696-64.2% | $2,343-28.2% |
| Participant deferral / active EE | $3,136 | $5,051-37.9% | $6,247-49.8% | $3,332-5.9% |
| Admin fee / account holder | $192 | $5,421-96.5% | $9,244-97.9% | $4,645-95.9% |